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Yahoo
38 minutes ago
- Yahoo
UNH Guidance Shock Sends Shares Tumbling, CEO Promises 2026 Upswing
July 29 - UnitedHealth Group (NYSE:UNH) shares slid 5% Tuesday after new leadership set a full?year adjusted earnings?per?share target well below analyst forecasts. The company now expects at least $16.00 in adjusted EPS for fiscal 2025, down sharply from the previously withdrawn guidance of $26.00$26.50. Warning! GuruFocus has detected 4 Warning Sign with UNH. That outlook trails the FactSet consensus of $20.64 and falls beneath investor expectations of $18.00$20.00. Still, comments on 2026 projections helped avert a steeper selloff: UnitedHealth forecasts a return to earnings growth next year. Stephen Hemsley, who took the reins as CEO after Andrew Witty's departure, told analysts he anticipates solid to moderate EPS gains in 2026, with growth accelerating in 2027 and beyond. For Q2, UnitedHealth reported adjusted EPS of $4.08 versus the $4.48 consensus, and revenue of $111.6 billion, just above the $111.5 billion estimate. Executives pointed to pricing errors in managed?care plans, where medical costs outpaced projections, as the main drag on guidance this year. Investors will watch upcoming updates on cost controls and capital allocation as the company works to restore confidence and rebuild its market value. This article first appeared on GuruFocus.
Yahoo
2 hours ago
- Yahoo
U.S. Firms Enhance Cybersecurity for Resilience
Service providers help companies integrate new tools to defend cloud-based resources, AI applications against evolving threats, ISG Provider Lens® report says STAMFORD, Conn., July 25, 2025--(BUSINESS WIRE)--Enterprises in the U.S. are adopting a wide range of advanced cybersecurity services and solutions to protect their assets from increasingly sophisticated attacks, according to a new research report published today by Information Services Group (ISG) (Nasdaq: III), a global AI-centered technology research and advisory firm. The 2025 ISG Provider Lens® Cybersecurity — Services and Solutions report for the U.S. finds that organizations are partnering with service and solution providers to implement adaptive systems for enterprise resilience, including AI-enabled capabilities. They are responding to growing and evolving threats, as demonstrated by the increasing frequency and impact of data breaches and ransomware attacks throughout 2024. "Security threats are more complex than ever, and regulations continue to expand and evolve," said Doug Saylors, partner and leader of ISG Cybersecurity. "Companies in the U.S. want automated, proactive cybersecurity solutions closely integrated with their business strategies and objectives." U.S. enterprises are using advanced analytics and automation to make security operations more efficient and effective, the report says. These technologies streamline workflows by linking various tools, automating repetitive tasks and codifying incident response processes. AI innovations enhance these capabilities with new ways to interpret data, identify patterns and make real-time recommendations. This trend is expected to continue through 2025, shaping the future of technical security services. AI is playing a growing role in U.S. cybersecurity strategies as both threat actors and solution providers rapidly adopt AI-enabled technologies, ISG says. IT professionals are increasingly concerned about attackers using AI to exploit vulnerabilities with malware more quickly and to greater effect. However, AI-powered defense systems can process massive amounts of data to identify threats that manual detection might not find. In addition, the increasing use of AI tools is driving up demand for solutions to protect AI models, training data and applications from attacks such as data poisoning. Zero trust architecture is gaining significant traction in the U.S. as enterprises seek to protect resources across ever-wider security perimeters, the report says. Cloud migration and distributed operations are making this approach more attractive. Zero trust systems deploy components such as identity and access management (IAM) to verify users and microsegmentation to isolate individual assets. As U.S. companies accelerate digital transformation while preparing for future threats, strategic security services will focus on enhancing business resilience and using real-time intelligence to help enterprises devise strategies aligned with their risk profiles, ISG says. At the same time, organizations are taking advantage of significant advancements in security operations center/managed detection and response (SOC/MDR) services, including improved proactive threat hunting and prioritization of threats. "Successful enterprises in the U.S. are integrating people, processes and technology into their security postures to meet AI-related risks," said Gowtham Sampath, assistant director and principal analyst, ISG Provider Lens Research, and lead author of the report. "Partnering with service providers is crucial for augmenting internal teams with specialized skills and building up defenses." The report also explores global cybersecurity technology trends affecting U.S. enterprises, including increasing adoption of IAM, extended detection and response (XDR) and security service edge (SSE). For more insights into the cybersecurity challenges facing enterprises in the U.S., plus ISG's advice on how to address them, see the ISG Provider Lens® Focal Points briefing here. The 2025 ISG Provider Lens® Cybersecurity — Services and Solutions report for the U.S. evaluates the capabilities of 116 providers across nine quadrants: Identity and Access Management (Global), Extended Detection and Response (Global), Security Service Edge (Global), Technical Security Services — Large Accounts, Technical Security Services — Midmarket, Strategic Security Services — Large Accounts, Strategic Security Services — Midmarket, Next-Gen SOC/MDR Services — Large Accounts and Next-Gen SOC/MDR Services — Midmarket. The report names IBM as a Leader in five quadrants. It names Accenture, Atos, Capgemini, CyberProof, Deloitte, EY, HCLTech, Infosys, Kudelski Security, NCC Group, Optiv, PwC, Rackspace Technology, TCS, Trustwave, Unisys and Wipro as Leaders in three quadrants each. Broadcom, Fortinet, Microland, Microsoft, Palo Alto Networks and Persistent Systems are named as Leaders in two quadrants each. Cato Networks, Check Point Software, Cisco, Critical Start, CrowdStrike, CyberArk, Cyderes, Forcepoint, KPMG, Kroll, ManageEngine, Mphasis, Netskope, Okta, One Identity (OneLogin), Ping Identity, Proficio, SailPoint, Saviynt, SentinelOne, Trellix, Trend Micro, Versa Networks and Zscaler are named as Leaders in one quadrant each. In addition, NTT DATA is named as a Rising Star — a company with a "promising portfolio" and "high future potential" by ISG's definition — in three quadrants. BeyondTrust, HPE (Aruba), Microland, Mphasis, Persistent Systems and Sophos are named as Rising Stars in one quadrant each. In the area of customer experience, PwC is named the global ISG CX Star Performer for 2025 among cybersecurity service and solution providers. PwC earned the highest customer satisfaction scores in ISG's Voice of the Customer survey, part of the ISG Star of Excellence™ program, the premier quality recognition for the technology and business services industry. Customized versions of the report are available from Capgemini, CyberProof, Rackspace and Unisys. The 2025 ISG Provider Lens® Cybersecurity — Services and Solutions report for the U.S. is available to subscribers or for one-time purchase on this webpage. About ISG Provider Lens® Research The ISG Provider Lens® Quadrant research series is the only service provider evaluation of its kind to combine empirical, data-driven research and market analysis with the real-world experience and observations of ISG's global advisory team. Enterprises will find a wealth of detailed data and market analysis to help guide their selection of appropriate sourcing partners, while ISG advisors use the reports to validate their own market knowledge and make recommendations to ISG's enterprise clients. The research currently covers providers offering their services globally, across Europe, as well as in the U.S., Canada, Mexico, Brazil, the U.K., France, Benelux, Germany, Switzerland, the Nordics, Australia and Singapore/Malaysia, with additional markets to be added in the future. For more information about ISG Provider Lens research, please visit this webpage. About ISG ISG (Nasdaq: III) is a global AI-centered technology research and advisory firm. A trusted partner to more than 900 clients, including 75 of the world's top 100 enterprises, ISG is a long-time leader in technology and business services that is now at the forefront of leveraging AI to help organizations achieve operational excellence and faster growth. The firm, founded in 2006, is known for its proprietary market data, in-depth knowledge of provider ecosystems, and the expertise of its 1,600 professionals worldwide working together to help clients maximize the value of their technology investments. View source version on Contacts Press Contacts:Laura Hupprich, ISG+1 203 517 Julianna Sheridan, Matter Communications for ISG+1 978-518-4520isg@
USA Today
3 hours ago
- USA Today
Ex-Trump staffer Hope Hicks to join Megyn Kelly's media company as COO
Hope Hicks, a former Trump staffer, is set to join ex-Fox News host Megyn Kelly for a new media venture. Megyn Kelly is tapping a well-known ex-Trump official for her growing media business. Kelly, 54, once a mainstay on cable news, has since launched her own podcast and YouTube show, following a tumultuous exit from the traditional format. Now she's creating her own brand with Devil May Care Media, which will serve as home to the "Megyn Kelly Show" and others, and to do it, she's bringing on Hope Hicks. Kelly first shared the news with the New York Post, later confirming it with a post on X. Hicks, 36, who served as communications director during President Donald Trump's first term and later as an executive at Fox Corp., will take on the role of chief operating officer, helping grow the business in an ever-evolving media landscape. Megyn Kelly and Bill Maher get candid on cancel culture: 'Even liberals hate this' "Hope Hicks is exactly the kind of woman I want running my company with me – strong, smart, strategic and the embodiment of class and poise," Kelly said in a statement to the Post. "She's at the top of a growing media conglomerate and there's no limit to where she can take it; my best-in-the-business staff and I are thrilled to have her on board." Hicks, who has been working in corporate consulting since her exit from the White House, shared in Kelly's excitement over the partnership. "Megyn has used her talent, integrity, and unparalleled credibility to create content unlike anything else available today," Hicks told The Post. "I am incredibly humbled and thrilled to be joining Megyn and her team in continuing to build what is undoubtedly a flourishing business." USA TODAY has reached out to Devil May Care Media for comment. Once one of Trump's closest advisors, Hicks began working in the White House in 2017 and filled various roles intermittently before exiting the administration permanently following his loss in the 2020 presidential election and the subsequent campaign to overturn the election results. Now she is joining forces with Kelly, an intermittent subject of Trump's ire, who in recent years generated a massive audience outside of traditional media with her daily news podcast and commentary show. A time-honored conservative commentator, Kelly left Fox News in 2017 after more than a decade, moving to NBC, much to the chagrin of liberal viewers, and exiting that network just a year later following controversial on-air remarks she made defending the use of blackface. She has now proved a case-study for new media, however, bringing her personal brand and audience with her to launch a popular podcast and a burgeoning conservative media company.
